🆕 Newsmakers — 9:30a ET, 2026-07-31 — new since last alert

📰 NEW MARKET THEMES: • Why Bill Dudley Thinks Warsh's Approach to Fed Policy Is Flawed Bill Dudley, a Bloomberg Opinion columnist and former president of the Federal Reserve Bank of New York, reacts to Fed Chairman Kevin Warsh's news conference following the central bank's decision to leave interest rates unchanged. Speaking on "Bloomberg Surveillance," Dudley say… — youtube.com · 07/31 9:09a https://www.youtube.com/watch?v=kMvVolO80rU • Fed dissenters speak: Why they backed higher interest rates Inflation has topped the Fed's 2% target for more than five years — marketwatch.com · 07/31 8:43a https://www.marketwatch.com/story/fed-dissenters-speak-why-they-backed-higher-interest-rates-e0306129 • Private credit roundup: Earnings hold up as defaults, redemptions remain elevated Ares Capital and Blue Owl Capital reported resilient second-quarter results this week, while Ares Management posted record fundraising, highlighting continued institutional demand for private credit despite rising defaults, retail redemptions and liquidity concerns. — reuters.com · 07/31 8:40a https://www.reuters.com/legal/transactional/private-credit-roundup-earnings-hold-up-defaults-redemptions-remain-elevated-2026-07-31/ • This Biotech Stock Is Soaring 132% After Key FDA Panel Vote on Skin Cancer Treatment Replimune stock soars after a FDA advisory committee votes that the company's study on its skin cancer treatment is ‘clinically meaningful.' — barrons.com · 07/31 8:37a https://www.barrons.com/articles/replimune-stock-skin-cancer-treatment-32fa4626 • We're seeing weakness on the consumer side of the Chinese economy, says China Beige Book COO Shehzad Qazi, China Beige Book COO, joins 'Squawk Box' to discuss the state of China's economy, what's behind the recent slowdown, China's AI push, and more. — youtube.com · 07/31 8:24a https://www.youtube.com/watch?v=UR7705VMTbw

🐘 NEW BIG-CAP MOVERS:

1. SOXL +12% $128.87 (38B cap) MediaTek plans $5 billion financing for AI data-center chips MediaTek , Taiwan's largest chip designer, said on Friday its board had approved a discretionary ‌financing budget of $5 billion to support long-term growth, including its expansion into AI chips for data centers. — reuters.com · 07/31 7:07a https://www.reuters.com/business/media-telecom/mediatek-plans-5-billion-financing-ai-data-center-chips-2026-07-31/

2. AMZN +12% $263.50 (2831B cap) Apple Sinks 8%, Amazon Soars 12% as Traders Pick Tech Earnings Winners and Losers Two mega-cap tech giants split sharply in early Friday trading after Thursday night earnings, and traders are sorting the winners from the losers with conviction. — 247wallst.com · 07/31 9:13a https://247wallst.com/investing/2026/07/31/apple-sinks-8-amazon-soars-12-as-traders-pick-tech-earnings-winners-and-losers/

3. IREN +6% $40.49 (14B cap) TeraWulf and Cipher Digital Are up 50% in 2026 While IREN Lags Behind. Is It Time to Buy IREN for a Catch-Up Trade? Shares of IREN (NASDAQ:IREN) are up 27% midday Thursday, joining a broad rally across Bitcoin (CRYPTO:BTC)-miner-turned-AI-infrastructure names. — 247wallst.com · 07/30 2:20p https://247wallst.com/investing/2026/07/30/terawulf-and-cipher-digital-are-up-50-in-2026-while-iren-lags-behind-is-it-time-to-buy-iren-for-a-catch-up-trade/

4. INTC +5% $95.71 (481B cap) Jim Cramer Says INTC Stock ‘Belongs at $110,' Blames Situational Awareness Blowup for Intel's Post-Earnings 'Hideous Selling' CNBC host Jim Cramer claims Intel Corp. (NASDAQ:INTC) stock is artificially depressed and “belongs at $110” following massive forced liquidations from Leopold Aschenbrenner's hedge fund, Situational Awareness. — benzinga.com · 07/31 7:44a https://www.benzinga.com/markets/equities/26/07/60833376/jim-cramer-says-intc-stock-belongs-at-110-blames-situational-awareness-blowup-for-intels-post-earnings-hideous-selling

5. NOK +4% $9.44 (51B cap) 1 Nvidia-Backed AI Stock Insiders Are Quietly Loading Up On Nokia is no longer just a telecom turnaround story. Insiders are backing up the story with their own money. — fool.com · 07/30 6:30a https://www.fool.com/investing/2026/07/30/1-nvidia-backed-ai-stock-insiders-are-quietly-load/

6. TQQQ +4% $65.63 (40B cap) TQQQ: What a $10,000 Bet on This 3X Nasdaq ETF Would Actually Be Worth Today The ProShares UltraPro QQQ (NASDAQ:TQQQ) has been one of the stock market's biggest winners during the artificial intelligence boom. — 247wallst.com · 07/30 9:08p https://247wallst.com/investing/etf/2026/07/30/tqqq-what-a-10000-bet-on-this-3x-nasdaq-etf-would-actually-be-worth-today/

📈 NEW GAINERS:

1. AXTI +43% $66.94 (3.1B cap) AXT, Inc. (AXTI) Q2 2026 Earnings Call Transcript AXT, Inc. (AXTI) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 12:23a https://seekingalpha.com/article/4928416-axt-inc-axti-q2-2026-earnings-call-transcript

2. CMCO +41% $20.68 (610M cap) Columbus McKinnon Corporation (CMCO) Q1 2027 Earnings Call Transcript Columbus McKinnon Corporation (CMCO) Q1 2027 Earnings Call Transcript — seekingalpha.com · 07/30 8:53p https://seekingalpha.com/article/4927859-columbus-mckinnon-corporation-cmco-q1-2027-earnings-call-transcript

3. FRVO +31% $22.30 (6.5B cap) The Energy IPO Boom Is Just Getting Started. Here Are the Companies to Watch. AI's power boom is reshaping the energy market, and these are some companies investors should watch. — fool.com · 07/31 6:10a https://www.fool.com/investing/2026/07/31/the-energy-ipo-boom-is-just-getting-started-here-a/

4. PLPC +30% $368.46 (1.8B cap) PLPC Q2 Earnings & Revenues Rise Y/Y on Strong Energy Demand Preformed Line Products reports record Q2 results, with revenue and earnings growth supported by strong energy demand, higher margins and global expansion. — zacks.com · 07/30 12:41p https://www.zacks.com/stock/news/2964953/plpc-q2-earnings-revenues-rise-y-y-on-strong-energy-demand?cid=CS-STOCKNEWSAPI-FT-microcap_article|earnings-2964953

5. BRUN +27% $19.85 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

6. AIBZ +25% $6.68 (387M cap) Bitzero Announces Notice of Intention to Prepay Loan Company expects to use a portion of financing proceeds to prepay existing secured indebtedness following five-business-day notice period Vancouver, British Columbia--(Newsfile Corp. - July 31, 2026) - Bitzero Holdings Inc. (NASDAQ: AIBZ) (CSE: AIBZ.U) (FSE: 000) ("Bitzero" or th… — newsfilecorp.com · 07/31 7:00a https://www.newsfilecorp.com/release/307419/Bitzero-Announces-Notice-of-Intention-to-Prepay-Loan

7. COHU +24% $57.70 (2.7B cap) Cohu (COHU) Q2 Earnings and Revenues Surpass Estimates Cohu (COHU) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.02 per share a year ago. — zacks.com · 07/30 6:26p https://www.zacks.com/stock/news/2965095/cohu-cohu-q2-earnings-and-revenues-surpass-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2965095

8. HUT +23% $108.27 (13B cap) (no fresh news today — likely technical / low-coverage move)

9. CLSK +21% $14.54 (3.9B cap) CleanSpark Executives to Discuss Q3 2026 Financial Results Via Webcast LAS VEGAS, July 30, 2026 /PRNewswire/ -- CleanSpark, Inc. (Nasdaq: CLSK) ("CleanSpark" or the "Company"), a market leading data center developer, will discuss its fiscal third quarter 2026 financial results via a live webcast beginning at 4:30 p.m. ET / 1:30 p.m. — prnewswire.com · 07/30 4:30p https://www.prnewswire.com/news-releases/cleanspark-executives-to-discuss-q3-2026-financial-results-via-webcast-302839455.html

10. CORZ +20% $21.81 (7.4B cap) Core Scientific (NASDAQ:CORZ) Stock Price Up 22.9% on Analyst Upgrade Core Scientific, Inc. (NASDAQ: CORZ - Get Free Report)'s share price shot up 22.9% during mid-day trading on Thursday after Keefe, Bruyette and Woods upgraded the stock from a market perform rating to an outperform rating. Keefe, Bruyette and Woods now has a $28.00 price target… — defenseworld.net · 07/31 3:45a https://www.defenseworld.net/2026/07/31/core-scientific-nasdaqcorz-stock-price-up-22-9-on-analyst-upgrade.html

11. CBRS +20% $203.07 (47B cap) Jim Cramer Just Dumped Tech Stocks. He’s Loading Up on Intel Instead of Cerebras. Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting on pure-play AI inference winners right now. — 247wallst.com · 07/30 8:30a https://247wallst.com/investing/2026/07/30/jim-cramer-just-dumped-tech-stocks-hes-loading-up-on-intel-instead-of-cerebras/

12. UCTT +20% $83.23 (3.7B cap) (no fresh news today — likely technical / low-coverage move)

13. EME +19% $802.37 (37B cap) BankChampaign National Association Takes Position in EMCOR Group, Inc. $EME BankChampaign National Association purchased a new position in shares of EMCOR Group, Inc. (NYSE: EME) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 694 shares of the construction company's stock, valued at appr… — defenseworld.net · 07/31 5:07a https://www.defenseworld.net/2026/07/31/bankchampaign-national-association-takes-position-in-emcor-group-inc-eme.html

14. WHD +19% $62.00 (4.4B cap) WHD Q2 Earnings Beat Estimates on Pressure Control, Spoolable Growth Cactus posts strong growth in Q2 2026 as international Pressure Control and Spoolable Technologies demand lifts earnings and backlog. — zacks.com · 07/31 9:11a https://www.zacks.com/stock/news/2965419/whd-q2-earnings-beat-estimates-on-pressure-control-spoolable-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2965419

15. IESC +18% $676.63 (13B cap) IES Holdings Reports Fiscal 2026 Third Quarter Results and Announces Two-for-One Stock Split HOUSTON, July 31, 2026 (GLOBE NEWSWIRE) -- IES Holdings, Inc. (or “IES” or the “Company”) (NASDAQ: IESC) today announced financial results for the quarter ended June 30, 2026. — globenewswire.com · 07/31 7:45a https://www.globenewswire.com/news-release/2026/07/31/3336740/29106/en/IES-Holdings-Reports-Fiscal-2026-Third-Quarter-Results-and-Announces-Two-for-One-Stock-Split.html

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.